How We Work
Inside the operation, not outside it.
Most fractional firms operate at a distance. They send you a report once a month and disappear until the next one. We don’t work that way.
From day one, we get inside the business. We learn how your operation actually runs, the seasonality, the customer mix, the people, the pressures. Then we build the financial cadence around that reality, not around a template.
Our Cadence
- Weekly cash and operations meetings, we never let problems hide
- Monthly financial review with actionable insights, not just statements
- Quarterly business reviews with forecast updates and strategic priorities
- Annual budget and strategic planning
- Direct access whenever a real decision is on the table
Our Standards
- GAAP-compliant on every engagement, no exceptions
- Books closed by the 7th of the following month
- Formula-driven, auditable models, every number traceable
- Direct, plain-English communication, no jargon
- We respond within one business hour during business hours, and within one business day at the latest.
Our Standards
Westport is led by Ryan Forrestal. The firm is staffed with a senior finance team and a dedicated execution team, so clients get senior-level judgment without senior-level cost. Every engagement has clear ownership, clear escalation, and a single point of accountability.